Rathbones

The Rathbones Institute is a 24-month programme for those wanting to make a start in wealth management after a career break or a move from another industry.

Business and Finance
You get paid
Remote & In person
Full-time

The Rathbones Institute offers experienced professionals changing career or returning to work a supported, fully funded 24-month route into a career in wealth management.

You will be employed and salaried from day one, with Rathbones funding the qualifications included in your agreed pathway.

The programme provides a structured environment where you can learn, build confidence and develop at the right pace. It combines group learning, individual study, tutor and mentor support, and practical on-desk experience. Your development will reflect your existing qualifications, experience and career goals.

The programme begins with a one-week induction at Rathbones’ London office, followed by collaborative, supported study towards the CISI Investment Advice Diploma.

From month six, you will spend four days a week on desk and one day studying towards the CISI Chartered Wealth Manager qualification (Level 7), supported by Rathbones colleagues, Fitch Learning and AI-enabled learning tools.

Stories of people who've trained with Rathbones

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